Capital Advisors Ltd’s BrightView Holdings BV Stock Holding History

Capital Advisors Ltd’s Portfolio BV Stock Details BV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1K	Hold	148	–	–	﹤0.01%	1310
2026 Q2	$2K	Hold	148	–	–	﹤0.01%	1092
2026 Q1	$2K	Hold	148	–	–	﹤0.01%	1077
2025 Q4	$2K	Hold	148	–	–	﹤0.01%	1056
2025 Q3	$2K	Hold	148	–	–	﹤0.01%	1043
2025 Q2	$2K	Hold	148	–	–	﹤0.01%	1041
2025 Q1	$2K	Hold	148	–	–	﹤0.01%	1033
2024 Q4	$2K	Hold	148	–	–	﹤0.01%	1050
2024 Q3	$2K	Hold	148	–	–	﹤0.01%	1040
2024 Q2	$2K	Hold	148	–	–	﹤0.01%	1035
2024 Q1	$2K	Hold	148	–	–	﹤0.01%	1018
2023 Q4	$1K	Hold	148	–	–	﹤0.01%	1099
2023 Q3	$1K	Hold	148	–	–	﹤0.01%	1087
2023 Q2	$1K	Buy	+148	New	+$935	﹤0.01%	1098

Other funds holding BV

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return

Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Capital Advisors Ltd's BV Position: Q3 2026 in Review

Capital Advisors Ltd held its BrightView Holdings (BV) position steady in Q3 2026 at 148 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1310.

Capital Advisors Ltd first reported a position in BV in Q2 2023 and has held it in 14 quarters since. The position peaked at $2K in Q2 2026. 60 funds tracked by Wall St. Rank hold BV as of Q3 2026.

Capital Advisors Ltd held 148 shares of BrightView Holdings worth $1K as of Q3 2026.
Capital Advisors Ltd left its BrightView Holdings share count unchanged in Q3 2026.
BrightView Holdings made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #1310 holding.
Capital Advisors Ltd first reported a position in BrightView Holdings in Q2 2023 and has held it in 14 quarters since.
Capital Advisors Ltd's BrightView Holdings position peaked at $2K in Q2 2026.
60 funds tracked by Wall St. Rank held BrightView Holdings as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.